Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
487+ 377.52% |
$14.6K - $15.2K
|
616
$19.4K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
471New |
$14.1K - $14.7K
|
471
$14.9K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
458+ 14.66% |
$13.7K - $14.3K
|
3.58K
$113K
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
453+ 0.37% |
$13.6K - $14.1K
|
123K
$3.88M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
453+ 0.57% |
$13.6K - $14.1K
|
80K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
450+ 74.5% |
$13.5K - $14K
|
1.05K
$33.3K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
443+ 0.48% |
$13.3K - $13.8K
|
92.6K
$2.92M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
420+ 1.41% |
$12.6K - $13.1K
|
30.1K
$951K
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
406+ 4.22% |
$12.2K - $12.7K
|
10K
$316K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
401+ 4.46% |
$12K - $12.5K
|
9.4K
$297K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
394+ 0.82% |
$11.8K - $12.3K
|
48.6K
$1.53M
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
384+ 2.11% |
$11.5K - $12K
|
18.6K
$587K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
364+ 5.52% |
$10.9K - $11.4K
|
6.96K
$219K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
342+ 1.44% |
$10.3K - $10.7K
|
24K
$758K
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
336+ 0.65% |
$10.1K - $10.5K
|
51.8K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
309+ 1.35% |
$9.27K - $9.65K
|
23.2K
$733K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
305+ 2.17% |
$9.15K - $9.52K
|
14.4K
$454K
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
BUY
|
- |
300+ 0.51% |
$9K - $9.37K
|
59.5K
$1.88M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
298+ 4.58% |
$8.94K - $9.3K
|
6.8K
$214K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
279New |
$8.37K - $8.71K
|
279
$8.8K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
274+ 1.27% |
$8.22K - $8.55K
|
21.9K
$691K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
266+ 1.54% |
$7.98K - $8.3K
|
17.5K
$554K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
262+ 1.84% |
$7.86K - $8.18K
|
14.5K
$458K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
262+ 0.76% |
$7.86K - $8.18K
|
34.8K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
249+ 1.24% |
$7.47K - $7.77K
|
20.3K
$639K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
243+ 0.47% |
$7.29K - $7.59K
|
52K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
233+ 6.53% |
$6.99K - $7.27K
|
3.8K
$120K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
232+ 0.39% |
$6.96K - $7.24K
|
60.1K
$1.9M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
224+ 0.25% |
$6.72K - $6.99K
|
91.6K
$2.89M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200New |
$6K - $6.24K
|
200
$6.31K
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
197+ 0.33% |
$5.91K - $6.15K
|
60.3K
$1.9M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
180+ 0.87% |
$5.4K - $5.62K
|
20.8K
$657K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
176+ 1.54% |
$5.28K - $5.49K
|
11.6K
$366K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
175+ 1.08% |
$5.25K - $5.46K
|
16.4K
$519K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
175+ 1.5% |
$5.25K - $5.46K
|
11.8K
$373K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
175+ 1.88% |
$5.25K - $5.46K
|
9.49K
$299K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
168+ 1.29% |
$5.04K - $5.24K
|
13.2K
$417K
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
168+ 2.48% |
$5.04K - $5.24K
|
6.94K
$219K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
166+ 5.27% |
$4.98K - $5.18K
|
3.32K
$105K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
164+ 1.93% |
$4.92K - $5.12K
|
8.64K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
155New |
$4.65K - $4.84K
|
155
$4.89K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
153+ 0.32% |
$4.59K - $4.78K
|
47.9K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
151+ 14.49% |
$4.53K - $4.71K
|
1.19K
$37.6K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
147+ 1.38% |
$4.41K - $4.59K
|
10.8K
$340K
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
145+ 1.54% |
$4.35K - $4.53K
|
9.54K
$301K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
140New |
$4.2K - $4.37K
|
140
$4.42K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
139+ 4.34% |
$4.17K - $4.34K
|
3.34K
$105K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
132+ 1.24% |
$3.96K - $4.12K
|
10.8K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
132+ 0.59% |
$3.96K - $4.12K
|
22.7K
$716K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
124New |
$3.72K - $3.87K
|
124
$3.91K
|